⚑ Joe Mac's ViewpointsCommoditiesEconomics & TradeMonetary Policy Stagflation Nation Economic growth is forecast to bounce back in the short-run, but measures of consumer sentiment have yet to reflect such…McAlinden Research PartnersFebruary 26, 2021
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMonetary Policy An Inflation Calculation Despite a combination of ultra-easy monetary policy and trillions of Dollars’ worth of QE flooding the economy throughout 2020, signs…McAlinden Research PartnersJanuary 29, 2021
★ Market Insights⦁ Theme TrackerCommoditiesⓁ SilverⓁ Silver MinersManufacturing & LogisticsMonetary Policy Silver Set to Shine as Solar and EV Demand Could Spell Another Breakout Year for Metals Silver outperformed gold last year after staging a massive comeback from historic relative weakness. The early stages of the economic…McAlinden Research PartnersJanuary 19, 2021
★ Market Insights⦁ Theme TrackerFinanceⓁ US BanksMonetary Policy Financial Sector Bucking Up on Buybacks, Could See Steeper Yield Curve Ahead Banks soared last week after the Fed announced they could resume share repurchase programs. However, the rally was capped by…McAlinden Research PartnersDecember 23, 2020
★ Market Insights⦁ Theme TrackerCommoditiesⓁ Digital PaymentsⓁ SilverⓁ Silver MinersMarketsMonetary Policy Bitcoin Breakout Overshadows Gold as Institutions Buy in Big on Crypto Summary: Gold suffered a rough month in November, while Bitcoin soared toward new highs. This decoupling undermined the improving correlation…McAlinden Research PartnersDecember 2, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMonetary PolicyPolitics & Policy Easy Does It, For Now November was a huge month for stocks. Aside from the Presidential election, it was more of the same low rates…McAlinden Research PartnersNovember 30, 2020
★ Market InsightsCommoditiesⓁ Digital PaymentsMarketsMonetary Policy Bitcoin Bounces Higher as Institutions and Silicon Valley Stoke Crypto Adoption Bitcoin's (BTC) 2020 rally, coinciding with weakness in the US Dollar, has renewed comparisons to gold. JPMorgan has recognized a trend of…McAlinden Research PartnersNovember 10, 2020
★ Market Insights⦁ Theme TrackerEconomics & TradeⓁ SilverⓁ Silver MinersMonetary PolicyPolitics & Policy What to Expect After Election Night Leaves Presidential Puzzle Unfinished Amidst uncertainty in US Presidential election results, markets are bracing for volatility that could last for days or weeks. Though…McAlinden Research PartnersNovember 4, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeMarketsMonetary PolicyPolitics & Policy On Don, Joe & Jay With election day less than a week away, we dive into polling, contributions, and alternative data to generate a final…McAlinden Research PartnersOctober 29, 2020
⚑ Joe Mac's ViewpointsEconomics & TradeLabor, Education & DemographicsMarketsMonetary PolicyPolitics & Policy Running Hot – Joe Mac’s Market Viewpoint An economic recovery is starting to solidify, but there are still issues that must be ironed out in regard to…McAlinden Research PartnersSeptember 30, 2020